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| Provider | Service type | Compensation |
|---|---|---|
CFO4LIFE2 years Filed as: MSJC, LP DBA CFO4LIFE Service code 27 735 PLAZA BLVD · COPPELL, TX 75019 | Advisory (Plan) | $18,883 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,633 |
FIDUCIARY CONSULTING GROUP4+ years Service code 14 1932 WARD DRIVE · MURFREESBORO, TN 37129 | Plan Administrator | $13,214 |
INWEST RETIREMENT SOLUTIONS4+ years Service code 15 4305 N. GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $5,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,256 | $46,423-30.5% | $75,894-57.5% | $67,579-52.3% |
| Participation rate | 28.8% | 63.1%-34.3pp | 69.3%-40.5pp | 71.3%-42.5pp |
| Annual return | 20.29% | 32.29%-12.0pp | 30.76%-10.5pp | 378.56%-358.3pp |
| Employer contribution / active EE | $156 | $1,406-88.9% | $2,501-93.8% | $2,148-92.7% |
| Participant deferral / active EE | $1,178 | $2,564-54.1% | $3,603-67.3% | $3,539-66.7% |
| Admin fee / account holder | $417 | $132+216.5% | $5,420-92.3% | $142+193.1% |